demand / volume
“Demand for LNG applications is primarily driven by increased use and global trade in natural gas (transported as LNG) since natural gas offers significant cost advantages over other energy sources.”
GTLS 10-K
Confirmed
Renewable Infrastructure
9 names are moving together; 44% are participating in the current session.
Co-movement
Observed intraday paths are not available for this group yet.
Members
| TICKER | Company | Sector | Today | Observed activity |
|---|---|---|---|---|
| GIL | Gildan Activewear, Inc. | Consumer Cyclical | -1.6% | Group member |
| BEPC | Brookfield Renewable Corporatio | Utilities | -2.5% | Group member |
| GTLS | Chart Industries, Inc. | Industrials | -0.0% | Most structurally connected |
| REPX | Riley Exploration Permian, Inc. | Energy | +3.8% | Group member |
| QXO | QXO, Inc. | Industrials | -7.3% | Group member |
| GGB | Gerdau S.A. | Basic Materials | +0.0% | Group member |
| PTCT | PTC Therapeutics, Inc. | Healthcare | -4.1% | Group member |
| CARR | Carrier Global Corporation | Industrials | -1.0% | Group member |
| TRN | Trinity Industries, Inc. | Industrials | +2.2% | Group member |
Why we believe this
Cohort
9 namesParticipation
44% this sessionObserved history
1 daily buildsFiling coverage
6/9 membersdemand / volume affecting orders
“The decrease in Specialty Products segment orders during the three months ended March 31, 2026 as compared to the three months ended March 31, 2025 was primarily driven by lower orders in HLNG, mining, marine, hydrogen and nuclear, partially offset by order increases in space exploration and carbon capture.”
GTLS 10-Q
credit / rates affecting interest expense
“Interest Expense, Net The following table presents the components of interest expense, net (dollars in millions): Three Months Ended March 31, 2026 2025 Interest expense term loans due March 2030 $ 21.4 $ 26.9 Interest expense senior secured notes due 2030 27.0 26.7 Interest expense senior unsecured notes due 2031 12.1 11.8 Interest expense senior secured revolving credit facility due April 2029 8.2 7.3 Financing costs amortization 4.9 4.8 Interest income (2.2) (1.2) Capitalized interest — (0.1) Other 1.6 0.9 Interest expense, net $ 73.0 $ 77.1 Interest expense, net decreased by $4.1 million for the three months ended March 31, 2026 compared to the three months ended March 31, 2025, which was mainly driven by lower interest rates and lower overall debt outstanding relative to our term loans due March 2030 in the first quarter of 2026 compared to the first quarter of 2025.”
GTLS 10-Q
Renewable Infrastructure can stay leader-led if GIL and the next software names fail to join while GTLS keeps moving.
Connected, outside the group
No high-confidence filing-linked non-members are available for this group yet.
History
Historical cohort observations are not available yet.